The 2013 Economy & the Automatic Millionaire Financial Plan

The 2013 Economy & the Automatic Millionaire Financial Plan Article By Joshua E. Betancourt – Portfolio Manager/Financial Planner Quantum Capital Investments What a Quarter!  Q1 2013 provided an enormous boost to help our clients build and growth their wealth as our robust Quantum Capital Investment strategies outperformed again.  However, there many folks out there still […]

Why over 85% of Americans will Retire in Poverty… And How to Avoid a Miserable Retirement

Article By John Henek – Financial Planner Quantum Capital Investments Today we live in a world where we are 100% accountable for the lifestyle we lead and the impact on our financial condition 10 years from now. Your financial well-being is almost entirely based on your habits, and the outlook is very bleak. Back in […]

Do Not Panic!! January to Mid February Market Outlook

Do not panic! The stock market reached new highs and it may not be over but just the beginning. While important data slowly becomes available to Quantum Capital Investments (QCI), we diligently and methodically have been pouring over economic reports and various articles.  We look at a multitude of financial and currency markets both from […]

Market Recap December 2012 & Early January 2013

It was a close call but congress reacted by kicking the can down the road a couple of months……something they do best. That was enough to bring a sigh of relief for most investors and the media. As for me, I did get a lot of calls from people wondering how I would be positioning […]

Fiscal Cliff In Plain English !

Article by Tim Parker, Repost by John Henek Alright folks, Here is an article that will clarify what the Fiscal Cliff is and how it may impact you. For Financial Strategies to help you reduce any potential tax hikes give me a call for a free financial planning consultation at 708-267-0627. Higher taxes can be […]

Taxes and Investments- How To Invest With Taxes in Mind

By John Henek The market is hopefully starting a year-end rally as the index charts look like they are in bullish set-ups.  Unfortunately the market is being held hostage to every whiff of “fiscal cliff” news coming out of Washington and things could reverse in a hurry if the wrong news hits.  This is a […]

In Service Withdrawals From Your 401k, Why They Might Make A Big Retirement Difference

By John Henek, VP Investments What a difference a month makes.  Last month we were talking about the great rally in stocks.  This month the markets are taking a breather due to some poor earnings news and general fear regarding the slowdowns in Europe, and China. There is a seasonal tendency during the fall […]

Focus on Fees: How Much are You Really Paying Your Managers?

By: John Henek, VP Investments As we sit in our offices today, the market has rallied hard due to “Helicopter Ben” Bernanke’s pledge to air-drop a flood of money into our economy.  Look forward to more of the stock market rally that started in 2009.  While this makes us feel a lot better to […]

Woops……They Better not Ask for Another Bailout!

Barrons Article By Michael Aneiro The disclosure late Thursday of a surprise $2 billion trading loss at JP Morgan (JPM) has sent the bank’s shares sharply lower Friday and has pushed stocks broadly lower as well. It’s not helping financial bonds, a onetime super-safe sector of the investment-grade world that has struggled to regain confidence […]

Stock Market Implodes….Hows Your Mutual Fund Doing?

While reading, hearing, and analyzing all the dismal economic reports, especially Spain’s eventual default on its debt, we sat here in the Quantum Capital trading room for a bit to ponder what’s going to happen here in the US. But you need not worry, just because the markets are selling off does not mean you […]